Oaktree Capital Group, LLC

Oaktree Capital Group, LLCverified

OAK-PB

Price:

$20.98

Market Cap:

$2.49B

Brookfield Oaktree Holdings LLC formerly Oaktree Capital Group LLC is an alternative asset manager involved in investing in credit, real assets, private equity, and listed equities. It operates into one segment namely the Investment management business which consists of the services that it provides to clients. It operates in the United States where it generates the majority of its revenue.

Industry

Asset Management

IPO Date

2018-08-07

Stock Exchange

NYSE

Ticker

OAK-PB

The ROE as of December 2025 (TTM) for Oaktree Capital Group, LLC (OAK-PB) is 9.67%

According to Oaktree Capital Group, LLC’s latest financial reports and current stock price. The company's current ROE is 9.67%. This represents a change of 253.88% compared to the average of 2.73% of the last 4 quarters.

Oaktree Capital Group, LLC (OAK-PB) Historical ROE (quarterly & annually)

How has OAK-PB ROE performed in the past?

The mean historical ROE of Oaktree Capital Group, LLC over the last ten years is 19.30%. The current 9.67% ROE has changed -49.89% with respect to the historical average. Over the past ten years (40 quarters), OAK-PB's ROE was at its highest in in the June 2017 quarter at 12.98%. The ROE was at its lowest in in the December 2020 quarter at -7.76%.

Quarterly (TTM)
Annual

Average

19.30%

Median

13.04%

Minimum

9.72%

Maximum

38.04%

Oaktree Capital Group, LLC (OAK-PB) ROE by Quarter and Year

Discovering the peaks and valleys of Oaktree Capital Group, LLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 206.48%

Maximum Annual ROE = 38.04%

Minimum Annual Increase = -65.37%

Minimum Annual ROE = 9.72%

Quarterly (TTM)
Annual
YearROEChange
202412.85%30.80%
20239.82%-25.43%
202213.17%-65.37%
202138.04%206.48%
202012.41%-3.89%
201912.91%-61.21%
201833.29%24.97%
201726.64%10.26%
201624.16%148.53%
20159.72%-57.91%

Oaktree Capital Group, LLC (OAK-PB) Average ROE

How has OAK-PB ROE performed in the past?

The current ROE of Oaktree Capital Group, LLC (OAK-PB) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

11.95%

5-year avg

17.26%

10-year avg

19.30%

Oaktree Capital Group, LLC (OAK-PB) ROE vs. Peers

How is OAK-PB’s ROE compared to its peers?

Oaktree Capital Group, LLC’s ROE is less than Oaktree Capital Group, LLC 6.625% PFD UT A (7.01%), less than Eagle Point Credit Company Inc. (3.26%), greater than Brookfield Business Corporation (-5073.17%), less than Burford Capital Limited (3.06%), less than Sixth Street Specialty Lending, Inc. (11.89%), less than Patria Investments Limited (19.37%), less than Artisan Partners Asset Management Inc. (67.65%), less than Tri-Continental Corporation (11.91%), less than CVB Financial Corp. (9.18%),

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